Hargreave Hale’s Worcester office is celebrating its first anniversary at premises in the area’s Waterside district, following a move from its previous edge of city location.
During this time, the office has doubled in size, bolstered by a raft of new appointments as it aims to extend the firm’s investment proposition in the region. James Holroyd and Simon Raggett joined the firm from EFG Harris Allday, whilst Gareth Evans and Matt Cyphus were recruited from Brewin Dolphin.
Assets under management have also risen during the period, driven by the influx of new clients. The office now manages in excess of GBP235 million, a rise of more than 51 per cent.
Branch Manager Mike Davies (pictured), says: “The Worcester office is an integral part of the firm’s regional growth strategy, which has recently seen the opening of new Hargreave Hale branches in Nottingham and Norwich.
“The success of our office over the last 12 months owes much to the recruitment of talented individuals who have helped enhance the calibre of service we provide to a growing number of clients.
“We view this as critical, at a time when a number of larger investment managers have scaled back their service proposition, which has squeezed out clients requiring investment advice, particularly those with smaller sized portfolios”.
f"'>Christopher Aldous, Head of Asset Management at Charles Stanley, says: “Jeremy has established a reputation for thoughtful and thought‐provoking research. He has done an excellent job in terms of economic reporting and commentary and this is an appropriate point for him to step up the intensity and global perspective of the firm’s economics research.”